UTI vs HSBC Business Cycles Fund compare
UTI-Transpotation and Logistics Fund-Growth Option
HSBC Business Cycles Fund - Regular Growth
Chart Comparison
Overview
Scheme Name | UTI-Transpotation and Logistics Fund-Growth Option | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
Fund | UTI-Transpotation and Logistics Fund-Growth Option | HSBC Business Cycles Fund - Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹3565 Cr | ₹1124 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 30 Jul 2005 | 20 Aug 2014 |
Category | Thematic Transportation | Other Themes |
Fund Type | Open Ended | Open Ended |
Benchmark | Nifty Transportation & Logistics TRI | NIFTY 500 TRI |
Turn Over | 14% | 28% |
Expense Ratio | 1.96 | 2.28 |
Manager | Sachin Trivedi | Venugopal Manghat |
ISIN Code | INF789F01299 | INF917K01RF8 |
Exits Load | UTI Transportation and Logistics Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 | HSBC Business Cycles Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | UTI-Transpotation and Logistics Fund-Growth Option | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
1 Month | 6.35% | -1.85% |
6 Month | 20.25% | 16.71% |
1 Year | 2.57% | 1.54% |
3 Year | 22.18% | 21.72% |
5 Year | 26.06% | 25.4% |
SIP Return Analysis
Scheme Name | UTI-Transpotation and Logistics Fund-Growth Option | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
6 Month | 8.6% | 4.12% |
1 Year | 13.43% | 5.12% |
3 Year | 19.97% | 19.9% |
5 Year | 21.43% | 20.57% |
Rolling Lumpsum Returns
Scheme Name | UTI-Transpotation and Logistics Fund-Growth Option | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
1 Year | 13.18% | 11.61% |
3 Year | 16.2% | 13.53% |
5 Year | 15.92% | 10.79% |
Risk Management
Scheme Name | UTI-Transpotation and Logistics Fund-Growth Option | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
Standard Deviation | 16.16% | 16.64% |
Sharp | 0.88% | 0.94% |
Beta | - | 1.10% |
Alpha | - | 4.32% |
Fund Managers
Scheme Name | UTI-Transpotation and Logistics Fund-Growth Option | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
Name | Sachin Trivedi | Venugopal Manghat |
Total AUM | ₹7301 Cr | ₹41442 Cr |
Funds Managed | 3 | 7 |
UTI-Transpotation and Logistics Fund-Growth Option | HSBC Business Cycles Fund - Regular Growth |
Market Cap
Scheme Name |
UTI-Transpotation and Logistics Fund-Growth Option |
HSBC Business Cycles Fund - Regular Growth |
---|---|---|
Others | 4.23 | 6.3 |
Large Cap | 74.01 | 44.3 |
Small Cap | 12.99 | 40.04 |
Mid Cap | 8.78 | 9.36 |
Sector Allocation
Scheme Name |
UTI-Transpotation and Logistics Fund-Growth Option |
HSBC Business Cycles Fund - Regular Growth |
---|---|---|
Others | 4.23 | 6.3 |
Consumer Cyclical | 78.96 | 21 |
Industrials | 16.81 | 25.75 |
Energy | - | 5.58 |
Technology | - | 1.13 |
Financial Services | - | 28.61 |
Basic Materials | - | 10.87 |
Real Estate | - | 0.76 |
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